Safeguard Investment Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Sell |
6,235
-35
| -0.6% | -$3.85K | 0.17% | 63 |
|
|
2025
Q1 | $697K | Sell |
6,270
-747
| -11% | -$83K | 0.19% | 53 |
|
|
2024
Q4 | $748K | Sell |
7,017
-1,052
| -13% | -$112K | 0.21% | 48 |
|
|
2024
Q3 | $892K | Sell |
8,069
-1,127
| -12% | -$125K | 0.25% | 39 |
|
|
2024
Q2 | $935K | Sell |
9,196
-987
| -10% | -$100K | 0.29% | 39 |
|
|
2024
Q1 | $1.09M | Sell |
10,183
-1,429
| -12% | -$153K | 0.37% | 31 |
|
|
2023
Q4 | $1.25M | Sell |
11,612
-1,257
| -10% | -$135K | 0.47% | 26 |
|
|
2023
Q3 | $1.34M | Sell |
12,869
-158
| -1% | -$16.4K | 0.58% | 24 |
|
|
2023
Q2 | $1.4M | Sell |
13,027
-6,046
| -32% | -$651K | 0.6% | 25 |
|
|
2023
Q1 | $2.1M | Sell |
19,073
-11,700
| -38% | -$1.29M | 1.01% | 19 |
|
|
2022
Q4 | $3.28M | Sell |
30,773
-3,410
| -10% | -$363K | 2.02% | 15 |
|
|
2022
Q3 | $3.59M | Sell |
34,183
-10,926
| -24% | -$1.15M | 2.46% | 12 |
|
|
2022
Q2 | $5.62M | Hold |
45,109
| – | – | 3.46% | 8 |
|
|
2022
Q1 | $5.62M | Sell |
45,109
-7,678
| -15% | -$956K | 3.83% | 7 |
|
|
2021
Q4 | $6.82M | Buy |
52,787
+1,253
| +2% | +$162K | 3.98% | 7 |
|
|
2021
Q3 | $6.58M | Buy |
51,534
+8,002
| +18% | +$1.02M | 4.26% | 5 |
|
|
2021
Q2 | $5.57M | Sell |
43,532
-4,806
| -10% | -$615K | 3.97% | 7 |
|
|
2021
Q1 | $6.07M | Sell |
48,338
-16,660
| -26% | -$2.09M | 5.42% | 3 |
|
|
2020
Q4 | $8.3M | Buy |
+64,998
| New | +$8.3M | 7.35% | 2 |
|